Iron Mountain
374 hedge funds and large institutions have $7.14B invested in Iron Mountain in 2016 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 155 increasing their positions, 116 reducing their positions, and 53 closing their positions.
34% more repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 116
12% more call options, than puts
Call options by funds: $9.82M | Put options by funds: $8.73M
1.24% more ownership
Funds ownership: 82.25% → 83.48% (+1.2%)
2% less first-time investments, than exits
New positions opened: 52 | Existing positions closed: 53
2% less funds holding
Funds holding: 382 → 374 (-8)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
12% less capital invested
Capital invested by funds: $8.14B → $7.14B (-$995M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$59.5M |
| 2 |
Morgan Stanley
New York
|
+$46.4M |
| 3 |
Parnassus Investments
San Francisco,
California
|
+$29M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$26.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$25.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGT
Capital Guardian Trust
Los Angeles,
California
|
-$58.1M |
| 2 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
-$47.7M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$25.8M |
| 4 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$19.3M |
| 5 |
MTB
Mizuho Trust & Banking
Tokyo,
Japan
|
-$18.2M |
IRM Hedge Fund Activity: Q4 2016 in Review
374 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q4 2016, worth a combined $7.14B — down 12% from $8.14B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of IRM and 52 opened new positions — a net loss of 1 holder — while 116 trimmed existing stakes and 155 added.
The largest buyer was Goldman Sachs, adding an estimated $59.5M. The largest seller was Capital Guardian Trust, cutting an estimated $58.1M.
- 374 institutional investors held Iron Mountain (IRM) as of Q4 2016, down from 382 in Q3 2016.
- Funds reported $7.14B of Iron Mountain stock for Q4 2016, down 12% quarter-over-quarter.
- 52 funds opened new Iron Mountain positions in Q4 2016 and 53 closed out, a net change of -1 holder.
- The largest Iron Mountain buyer in Q4 2016 was Goldman Sachs, an estimated $59.5M added.
- The largest Iron Mountain seller in Q4 2016 was Capital Guardian Trust, an estimated $58.1M sold.
Based on aggregated 13F filings for Q4 2016.